Civic Intelligence

Glaziers Apprenticeship and Journeyman Training Fund

990 • Fiscal year 2015 • EIN 93-6066392

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 02, 2015

11105 NE Sandy BlvdPortland, OR 97220-2555

(503) 255-3920

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

92nd percentile

$126,210

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$623,772

Up $68,000 (+12%) from 2014

Net Assets

Up

$617,035

Up $65,269 (+12%) from 2014

Liabilities

Up

$6,737

Up $2,731 (+68%) from 2014

Revenue

Up

$370,396

Up $100,643 (+37%) from 2014

Expenses

Up

$305,127

Up $57,117 (+23%) from 2014

Net Income

Up

$65,269

Up $43,526 (+200%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $609,313Liabilities 2011: $3,020Net Assets 2011: $606,2932011Assets 2012: $563,780Liabilities 2012: $3,110Net Assets 2012: $560,6702012Assets 2013: $534,080Liabilities 2013: $4,057Net Assets 2013: $530,0232013Assets 2014: $555,772Liabilities 2014: $4,006Net Assets 2014: $551,7662014Assets 2015: $623,772Liabilities 2015: $6,737Net Assets 2015: $617,0352015Assets 2016: $821,882Liabilities 2016: $3,944Net Assets 2016: $817,9382016Assets 2017: $1,068,845Liabilities 2017: $122Net Assets 2017: $1,068,7232017Assets 2018: $1,404,703Liabilities 2018: $1,271Net Assets 2018: $1,403,4322018Assets 2019: $1,803,508Liabilities 2019: -$746Net Assets 2019: $1,804,2542019Assets 2020: $2,512,183Liabilities 2020: $86Net Assets 2020: $2,512,0972020Assets 2021: $2,899,952Liabilities 2021: $212Net Assets 2021: $2,899,7402021Assets 2022: $3,038,545Liabilities 2022: $11,450Net Assets 2022: $3,027,0952022Assets 2023: $3,206,845Liabilities 2023: $211Net Assets 2023: $3,206,6342023Assets 2024: $3,225,392Liabilities 2024: $269Net Assets 2024: $3,225,1232024

Highlighted filing

2015

Assets$623,772
Liabilities$6,737
Net Assets$617,035

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $270,7972011Revenue 2012: $252,987Expenses 2012: $298,610Net Income 2012: -$45,6232012Expenses 2013: $264,1752013Revenue 2014: $269,753Expenses 2014: $248,010Net Income 2014: $21,7432014Revenue 2015: $370,396Expenses 2015: $305,127Net Income 2015: $65,2692015Revenue 2016: $498,107Expenses 2016: $297,204Net Income 2016: $200,9032016Revenue 2017: $588,785Expenses 2017: $338,000Net Income 2017: $250,7852017Revenue 2018: $699,914Expenses 2018: $365,215Net Income 2018: $334,6992018Revenue 2019: $854,062Expenses 2019: $470,159Net Income 2019: $383,9032019Revenue 2020: $1,067,833Expenses 2020: $381,256Net Income 2020: $686,5772020Revenue 2021: $912,351Expenses 2021: $496,673Net Income 2021: $415,6782021Revenue 2022: $898,128Expenses 2022: $745,630Net Income 2022: $152,4982022Revenue 2023: $832,591Expenses 2023: $662,381Net Income 2023: $170,2102023Revenue 2024: $762,287Expenses 2024: $749,264Net Income 2024: $13,0232024

Highlighted filing

2015

Revenue$370,396
Expenses$305,127
Net Income$65,269
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 2, 2015
Return Version
2014v6.0
Gross Receipts
$370,396
Mission and Program Overview

Mission

Apprentice training program for the window glazing trade

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$477,146$496,325▲ $19,179
Cash and Non-Interest-Bearing Accounts$38,411$93,460▲ $55,049
Land, Buildings, and Equipment, Net$40,215$33,987▼ $6,228
Total Assets$555,772$623,772▲ $68,000
Liabilities
Accounts Payable and Accrued Expenses$4,006$6,737▲ $2,731
Total Liabilities$4,006$6,737▲ $2,731
Net Assets / Fund Balance
Unrestricted Net Assets$551,766$617,035▲ $65,269
Total Net Assets Fund Balance$551,766$617,035▲ $65,269
Total Liabilities and Net Assets / Fund Balance$555,772$623,772▲ $68,000

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$33,987$97,102$131,089
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan BrownCoordinatorFT$93,949$32,261$126,210
Craig FeelyCo-coordinat-$9,186$3,317$12,503
Toni AquillaTrustee-$1,222$497$1,719
Mark LundeenTrustee-$611$248$859
Lewis MontgomeryTrustee-$458$186$644

Board Members and Trustees

NameTitle
Jason SimmonsTrustee
Phillip BattagliaTrustee
William ShelleyTrustee
Martin VasquezTrustee Chai
Jerry FisherSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$367,165
Investment Income
$2,631
Other Revenue
$600
Change in Net Assets
$65,269

Audited Revenue Reconciliation

Revenue per Audited Statements
$370,396
Total Revenue per Audited Statements
$370,396
Total Revenue per Form 990
$370,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$158,257
Other Expenses$146,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$85,513$19,913-$105,426
Other Employee Benefits$19,429$4,450-$23,879
Pension Plan Contributions$13,636$3,123-$16,759
Payroll Taxes$8,768$2,008-$10,776
Other Expenses$6,264--$6,264
Depreciation Depletion$5,444$784-$6,228
Office Expenses$2,065$3,519-$5,584
Travel$3,774$943-$4,717
Fees for Services Accounting-$4,448-$4,448
All Other Expenses$686$3,001-$3,687
Insurance-$3,591-$3,591
Other Salaries and Wages$1,417--$1,417
Fees for Services Legal-$1,093-$1,093
Advertising$593--$593
Total Functional Expenses$258,254$46,873$0$305,127

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,127
Total Expenses per Audited Statements$305,127
Total Expenses per Form 990$305,127
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by a trustee prior to filing. It is made available for reivew by the entire board at the next regularly scheduled board meeting.

Form 990, Page 6, Part VI, Line 12C

The organization performs an annual review of the conflict of interest policy. This includes a discussion of any current or potential conflicts of interest.

Form 990, Page 6, Part VI, Line 15A

The coordinator's wages and benefits are determined by collective bargained agreement and are approved by the trustees.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Glaziers Apprenticeship and
EIN
93-6066392
Phone
5032553920
Address
11105 NE SANDY BLVD, PORTLAND, OR 97220-2555

Signing Officer

Name
Todd Springer
Title
Secretary
Phone
5032553920
Signed
2015-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Springer
Formed
1969
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
7

Preparer

Firm
David C Chvatal CPA Pc
Address
2427 SW VERMONT ST, PORTLAND, OR 97219-1939
Preparer
David C Chvatal CPA
Phone
5032446333
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014095
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014709
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0425540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02631
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0392
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04648
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011298
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt03640
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt03640
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98930
IRS990ScheduleA/PublicSupportPY509Pct00.98540
IRS990ScheduleA/PublicSupportTotal509Amt01376595
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0367765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0269361
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0232390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0250495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0256584
IRS990ScheduleA/Total509Grp/TotalAmt01376595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0370396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0269753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0233525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0252987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0264872
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01391533
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0305127
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033987
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt097102
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0131089
IRS990ScheduleD/RevenueSubtotalAmt0370396
IRS990ScheduleD/TotalBookValueLandBuildingsAmt033987
IRS990ScheduleD/TotalExpensesPerForm990Amt0305127
IRS990ScheduleD/TotalRevenuePerForm990Amt0370396
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0370396
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0305127
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A TRUSTEE PRIOR TO FILING. IT IS MADE AVAILABLE FOR REIVEW BY THE ENTIRE BOARD AT THE NEXT REGULARLY SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PERFORMS AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY. THIS INCLUDES A DISCUSSION OF ANY CURRENT OR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COORDINATOR'S WAGES AND BENEFITS ARE DETERMINED BY COLLECTIVE BARGAINED AGREEMENT AND ARE APPROVED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0555772
IRS990/TotalAssetsEOYAmt0623772
IRS990/TotalAssetsGrp/BOYAmt0555772
IRS990/TotalAssetsGrp/EOYAmt0623772
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046873
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0258254
IRS990/TotalFunctionalExpensesGrp/TotalAmt0305127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04006
IRS990/TotalLiabilitiesEOYAmt06737
IRS990/TotalLiabilitiesGrp/BOYAmt04006
IRS990/TotalLiabilitiesGrp/EOYAmt06737
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0551766
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0617035
IRS990/TotalOtherCompensationAmt036509
IRS990/TotalProgramServiceExpensesAmt0258254
IRS990/TotalProgramServiceRevenueAmt0367165
IRS990/TotalReportableCompFromOrgAmt0105426
IRS990/TotalRevenueGrp/ExclusionAmt02631
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0367765
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370396
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0555772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0623772
IRS990/TravelGrp/ManagementAndGeneralAmt0943
IRS990/TravelGrp/ProgramServicesAmt03774
IRS990/TravelGrp/TotalAmt04717
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0551766
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0617035
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011105 NE SANDY BLVD
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd0972202555
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.GLAZIERSLOCAL740.ORG/APPRENTICE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD SPRINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05032553920
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLAZIERS APPRENTICESHIP AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOURNEYMAN TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0GLAZ
ReturnHeader/Filer/EIN0936066392
ReturnHeader/Filer/PhoneNum05032553920
ReturnHeader/Filer/USAddress/AddressLine1Txt011105 NE SANDY BLVD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972202555
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930849101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID C CHVATAL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02427 SW VERMONT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972191939
ReturnHeader/PreparerPersonGrp/PhoneNum05032446333
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C CHVATAL CPA
ReturnHeader/ReturnTs02016-01-14T23:06:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$0.76$0.75$0.01
2023Summary only. Only limited summary data is available for this year.$3.21$0.00$3.21$0.83$0.66$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.01$3.03$0.90$0.75$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.91$0.50$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$1.07$0.38$0.69
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.85$0.47$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.70$0.37$0.33
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.59$0.34$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.50$0.30$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$0.37$0.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.55$0.27$0.25$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.26
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.25$0.30$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.27